Ad is loading...
CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$62.84
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities F
Price$16.22
Change+$0.36 (+2.27%)
VolumeN/A
Net Assets113.06M
CWIAX vs HEOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOFX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 119B vs. HEOFX (113M). CWIAX pays higher dividends than HEOFX: CWIAX (1.63) vs HEOFX (0.80). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX (0.81) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : -0.83 vs. CWIAX (-1.47). HEOFX return over 5 years is better than : 71.64 vs. CWIAX (51.13).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.81 | 96% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.233 | -2.038 | 159% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 113M | 105,310% |
| Annual Yield % from dividends | 1.63 | 0.80 | 203% |
| Returns for 1 year | -1.47 | -0.83 | 178% |
| Returns for 3 years | 16.65 | 8.89 | 187% |
| Returns for 5 years | 51.13 | 71.64 | 71% |
| Returns for 10 years | 50.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...